Filed February 5, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $34,560 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $7,500 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,593 | $52,293+71.3% | $178,490-49.8% | $73,409+22.0% |
| Participation rate | 67.2% | 65.3%+1.9pp | 81.9%-14.7pp | 72.2%-5.0pp |
| Annual return | 19.89% | 34.75%-14.9pp | 151.07%-131.2pp | 59.29%-39.4pp |
| Employer contribution / active EE | $2,217 | $1,735+27.7% | $5,011-55.8% | $2,234-0.8% |
| Participant deferral / active EE | $4,042 | $2,332+73.3% | $5,202-22.3% | $3,805+6.2% |
| Admin fee / account holder | $158 | $127+24.0% | $13,984-98.9% | $1580% |